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About Us

Culture & Community

Weatherly’s culture is built upon a foundation of cooperation, unique dedication, and innovative thinking. Deeply rooted in our founder, our team, and our services, these qualities create the high touch partnership we hold with each and every one of our clients.

We approach each financial situation and client relationship with a team like, multi-involvement style that allows us to deliver high quality and versatile services, tapping into our team’s strengths to ensure our clients receive the best thorough analysis, explanation, and most importantly, personalized experience.

At Weatherly, we validate and appreciate the worth of both professional and personal hard work. We take the time to understand the journey each one of our clients have experienced to better understand how we can help sustain and grow their wealth. We seek ways in which we can organize, nurture, and grow our clients’ financial and personal lives, thus allowing them more time to be productive in the areas of their business, family, and the community. Our team values having the ability to take the weight of financial planning off thus allowing more freedom to create, contribute, and innovate.

Community Involvement

Our team highly values community involvement and volunteer engagement as it speaks to our core values. Combining a mix of philanthropic events and regular donations, our team enjoys getting involved in a variety of ways.

Ocean Conservancy Beach Clean Up

Summer 2018

To close out the summer of 2018, the Weatherly team put in work to clean up our local beaches! Our crew of beach lovers are passionate about keeping our oceans and waterways free of trash, so we decided to host a beach cleanup in Del Mar, through Ocean Conservancy using the Clean Swell app. The Ocean Conservancy created the Clean Swell app in 2016 to make keeping our oceans clean fun and easy. Learn how to get involved or host your own beach cleanup at: https://oceanconservancy.org

Feeding San Diego

December 2017

This quarter, our team made our annual visit to Feeding America, San Diego headquarters. For our day of volunteering, we helped the distribution center sort over 6,000lbs of tomatoes and prepped them to be delivered to various food distribution locations within the San Diego County. Amid environmental crises, and the daily struggles families face with hunger, our team was reminded of the huge impact this organization has on the community.

Susan G. Komen 3 Day Breast Cancer Walk

November 2017

It’s that time of year again! The Susan G. Komen 3 Day walk came to San Diego this past weekend and the Weatherly Crew got the chance to cheer on the walkers as they started their 60-mile trek in Del Mar. The team got all dressed up in pink and handed out water to the walkers to show our support for the cause! Please visit the Susan G. Komen San Diego website at http://komensandiego.org to learn more!

Helen Woodward Day

April 2017

This quarter, our crew of animal lovers spent an afternoon volunteering at the Helen Woodward Animal Center. Helen Woodward Animal Center is located in Rancho Santa Fe and has been in the business of saving animals in San Diego county and beyond for over 45 years! The Weatherly team was able to help with a few paint jobs around the property and take some time to play with some of their adorable animals. If you would like to learn more about this organization or view their adoptable pets please visit: https://animalcenter.org/

Susan G. Komen 3 Day Breast Cancer Walk

November 2016

Each year, The Susan G. Komen 3 Day walk comes to San Diego and Weatherly Asset Management gets a front row seat! This November, we set up a refreshment stand and decked ourselves out in pink gear to show support and encouragement for the walkers who set out to raise awareness and funds for breast cancer research. To learn more about the walk, and how you can get involved with this cause, please visit the Susan G. Komen San Diego website at http://komensandiego.org

Feeding America Day

November 2015

As hunger is a global concern, we see its heavy effect within our community and the greater San Diego area. November 2015, Weatherly partnered with Feeding America to help get our team involved. The organization not only provides many avenues of support, but also is a great resource and educator on how to fight hunger, reduce food waste, and help families in need. See our behind the scenes experience at Feeding America below, or visit our Facebook page here, and let us know if you’d like to get involved!

Want to get involved?

Reach out to our team! Weatherly is able to facilitate connections and provide recommendations on volunteering events, charitable organizations, and charitable giving. Ask any of our advisors how you can get started, and connect with us on social media to see what we’re up to.

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